Refer patients to an oral surgeon in under 3 minutes — one shareable form that captures the clinical detail the specialist actually needs.
A complete oral surgery referral form covering patient demographics, referring dentist details, the procedure requested, medical history flags, and imaging attachments. General dentists fill it out once, the surgeon receives everything they need to triage, and nothing important gets lost in a fax.
16 fields — customize any field or add new ones with AI.
Need different fields?
Tell the AI what to change — "add a budget dropdown" or "remove phone number" — and it edits the form instantly. Every field type above can be added, removed, or relabeled through the chat interface.
Everything you need to launch this form in minutes, share it with your team, and collect submissions reliably.
The reason-for-referral dropdown and tooth-number field give the surgeon enough context to triage the case without a follow-up call. Wisdom teeth go to the extraction list, implants to the consult list.
A file field accepts panoramic x-rays, CBCT scans, and intraoral photos directly. No separate email with "see attached" — the imaging is on the chart the moment the referral lands.
Dedicated fields for anticoagulants, bisphosphonates, and allergies surface the risks that change a surgical plan, instead of burying them in a free-text note the surgeon may skim.
A signature field captures the referring dentist's sign-off in the same submission, so the surgeon's office has a complete record for the patient file without chasing a separate fax.
The form works on a phone or tablet, so a dentist can complete the referral chairside while the case is fresh — not at the end of the day from memory.
Every submission can email the surgeon's front desk and post to a Slack channel at the same time, so triage starts within minutes of the dentist hitting submit.
Click "Use this template free." Flexform loads the form instantly — no account needed to preview.
Type what you want to change in the chat: fields to add or remove, rename labels, change field types, or rearrange pages.
Link to Slack or Google Sheets with one click, then embed on your site or share the link.
General dentist refers a patient for surgical extraction of one or more third molars. The form captures which teeth, the panoramic x-ray, and whether the patient prefers IV sedation — so the surgeon can quote the case before the consult.
A dentist sends a single-tooth or full-arch implant case over with a CBCT scan attached and medical history flagged. The surgeon's team can pre-screen for bone volume and bisphosphonate history before booking a slot.
A hygienist or dentist spots a lesion that needs a biopsy and refers it on the same day. The urgency field flags the case as priority, and the photos uploaded at intake go straight to the surgeon's review queue.
An orthodontist refers an impacted canine for surgical exposure and bracket placement. The form lets them attach the bonded bracket request and treatment timeline so the surgeon can coordinate with the ortho schedule.
Dentists refer patients with TMJ pain, suspected cysts, or jaw pathology. The free-text history field and imaging upload give the surgeon enough to decide whether a consult, an MRI, or a same-week biopsy is the right next step.
An oncologist or general dentist refers a patient who needs extractions before head-and-neck radiation. The urgency field and medical history make it obvious this is a time-sensitive case, not a routine extraction.
Connect this form to your existing tools with no middleware. Every submission triggers your workflow automatically.
Data appears in your CRM or spreadsheet within 1–2 seconds of submission — no cron jobs, no delays.
Route submissions to different Slack channels, HubSpot pipelines, or Airtable bases based on field values.
Pre-fill form fields with CRM data for returning visitors. Update existing records instead of creating duplicates.
FlexForm supports HIPAA-aligned workflows on paid plans with a signed BAA. For a referral form that collects patient name, DOB, and clinical detail, we recommend enabling the BAA before sharing the link with referring practices. The free plan is fine for testing the form template itself, but should not collect PHI in production.
Yes. The "Upload imaging" field accepts large image and DICOM files, and the referring dentist can upload directly from the device they used to capture the scan. The surgeon's office sees the file attached to the same submission as the rest of the patient details.
You share a single link with every practice that refers to you. They open it in any browser on desktop or mobile, fill out the fields, and submit — no account, no login, no software install on their side.
Yes, and you can do it without touching the form editor manually. Open the template in FlexForm and describe the change in plain English — "add a required NPI field" or "split implant cases into single vs full arch" — and the AI updates it for you.
Each submission lands in your FlexForm dashboard, and you can route it anywhere from there. Common setups: email the surgery scheduler, post a summary to a Slack channel the front desk watches, and drop a row into a Google Sheet that mirrors your referral log.
Yes. FlexForm ships a Kotlin Multiplatform mobile SDK that renders the same form natively inside Android and iOS apps. If your practice already has an app for patients or referring providers, the referral form can live inside it without a separate WebView.
Partial submissions can be enabled so the form saves progress and the dentist resumes later from the same device. For most chairside referrals the form is short enough to complete in one go, but the option is there for complex implant cases with a longer history section.
No. Only the surgery practice that owns the form needs a FlexForm account, and the free forever plan covers most single-location practices. Referring offices just use the link.
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No signup required · Free forever plan